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Topic: TSLA - Tesla Motors (Read 617997 times)

You guys are giving the guy too much credit for trying to revolutionize the world and giving him too much of a pass on his abilities to lead and putting a proper plan together. The latter could well cause his failure.

The Tesla S was smart: high end car, fast, stable, well designed and top quality. I have nothing to say negative there. It was perfect to change the mentality from a Prius looks like crap and not cool to I want one of these! The rich liked it.

What came after is a disaster of execution IMO: roadster, Model X, Model 3 and now the truck...

What regular people want, housewives, etc. are SUV's. I mentioned it before and that is where the vast majority of demand is. Not just in the U.S. but, globally.

The proof is in sales and what happened is clear, with lower gasoline prices and better ICE efficiency, people went for them. They were only going for sedans and smaller cars when they could not afford them.

So if he truly wanted to revolutionize the world, he should have put all his attention after the Model S on a better Model X. Avoid distractions, going after multiple markets all at once, misleading statements and the like and be lazer focused on that as he was with the Model S.

And for those who dream about revolutionizing the world, this is a marathon and not a sprint (what Musk seems to be doing and not getting). This statement from another website explains perfectly why that is:

"Electric cars while getting hotter are still a few years off and people that bought those ICE cars...they want to see 20 years of usage out of them.....so in the long run oil is still king"

I agree they could have done better. Buffett could've done better too. Easy to criticize these people when you don't know too much what went into what they did...

You know finance a bit, I assume, so if someone criticize Buffett as not having done as well as he could've in a perfect world, you can see the flaw in that argument. Well, I know electric cars, and I can see that Tesla did WAY better than ever could have been expected from an electric car startup that began right before 2008-2009 in a world where the last successful car startup was probably 80 years ago and where creating a new brand that almost everybody recognizes happens rarely and usually requires billions in marketing (Tesla spends basically zero).

Btw, the Model S that you like so much, people at the time it was starting to come out said the same things you're saying now about the other models. It's late, they don't know what they're doing, they can't ramp it up, it's a disaster, there are quality control issues, Elon Musk is inspecting each one by hand wtf, it's too expensive nobody will buy it, the Germans and Japanese will copy it quickly and do it better and Tesla will be left with no sales, they'll run out of cash, etc. That was in 2011-2012.

"Sure. You are right. When you keep building what was out there for past 100 years, probably no overtime is required where rate of innovation is close to zero , and let those CEOs sleep peacefully. Once those once comfortable CEOs wake up, will find dream/sleep was better. "

Last time I looked, Tesla only had 18% of global market share for EV's.

When I read your statement, it feels like they are the only ones making them or the only ones participating in that revolution.

Is BAIC's CEO sleeping on the plant floor with them having close to the largest market share and 90%+ growth vs 30%+ for Tesla?

What about Carlos Ghosn making the Nissan Leaf which is again to my knowledge still the number #2 seller globally just behind BAIC EC?

Cardboard

Your point is correct. Agree with you They are not only one in EV game. They started or pioneered EV game. And, kind of realizing goal of accelerating world's transition towards sustainable energy.

If seeing Tesla from System standpoint below points can be cross compared with other EV solutions: Superchargers solutions and network availability and fastest chargers on market Complete IOT car platform with OTA Full remote climate control Car tracking solution with UBER level of accuracy Most advanced and longest range battery solutions Semi autonomous system with no-lag human/system control exchange

List can go on and on and there are OTAs which make things better on regular updates. not counting 0-60s other nuances.

“This is something that I am trying to get better at. I am a naturally optimistic person, and I probably would not have done cars or rockets if I were not. But I am trying to recalibrate these estimates. I say when I think that it can occur, but I am typically optimistic about these things. It pretty much always happens, but not exactly on the timeframe. I am trying to recalibrate as much as possible.”